• Seminars & Events

Ownership Succession Planning

If you’re one of the many business owners approaching retirement, and are facing a fork in the road to either sell the company or restructure ownership, this seminar is for you. Take an hour and a half out of your busy day, to focus on ownership succession planning, and get a better understanding of your options and what is best for you and your company. A real-life case study will be used to go over all phases of a sale: before, during, and after. Our speakers, Steve Peterson, a Managing Director and Co- Founder of Brass Ring Capital, Paul Schueller, founder and current CEO of Franklin Energy, Tim Keane, Director of Golden Angels Investors, LLC, and Jim DeJong, President of O’Neil, Cannon, Hollman, DeJong & Laing S.C. will lead an informative discussion with ample opportunity for audience participation. The speakers will cover information critical in evaluating the strategic business succession alternatives, including strategic sales, private equity sales or recaps, or management buyouts. Get an overview of the current Mergers & Acquisition market, the Private Equity market, and get details on business valuation and multiples. This seminar is available to friends of First Business, as a value-add, to give you the tips and tools you need to plan for your business’s succession. Steve Peterson is a Managing Director and Co-founder of $42 million private equity firm Brass Ring Capital. He has 20 years of experience in private equity investments, investment banking and money management. Steve manages Brass Ring’s Milwaukee office, and currently serves on the boards of portfolio companies American Finishing Resources and Nationwide Learning. Paul Schueller is the founder and current CEO of Franklin Energy, a consulting firm that specializes in the delivery of energy efficiency programs for utility clients. Previous to starting Franklin Energy, Paul was a managing partner of an energy services company with offices in Washington D.C., Los Angeles, and Milwaukee. Tim Keane has been involved in dozens of ownership transitions. He is the Director of Golden Angels Investors, LLC, one of the region’s most active groups. He is now also a partner at Keane D’Souza Venture Capital. Prior to this, he was the founder and CEO of RTMS, Inc. a $20MM software company in the retail industry. He is an active director on several portfolio company boards as well as a director of FBB-Milwaukee. Jim DeJong is the President of O’Neil, Cannon, Hollman, DeJong & Laing S.C. and a member of the Business Law Group. Jim’s business law practice is diverse. He is experienced in successfully guiding clients through a wide variety of matters from forming and financing business entities to negotiating and documenting complex business transactions. He frequently represents buyers and sellers of businesses. Jim also has extensive experience working with clients on corporate governance matters.


Ownership Succession Planning
Tuesday, June 5, 2012
  • 4:00 PM – 4:30 PM Registration
  • 4:30 PM – 6:00 PM Presentation
  • 6:00 PM – : Cocktail Reception
Wisconsin Club
900 W. Wisconsin Ave.
This event is sponsored by First Business Bank and offered at no cost to our clients and invited guests. Seating is limited with preference provided to First Business clients.
Registration Deadline
May 29, 2012

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